WFH Tip 11: Reduce operator workload in half with Zobot actions
Making sure the customer support team is functioning hassle-free is crucial for businesses around the world, especially in today's WFH scenario. The number of issues become more and sometimes there will be a barrage of requests. The task of solving all these issues can become rather challenging and time-consuming for the operators of your organization. So, even a little help matters. This post will talk about how Zobot actions can lessen the burden on your operators with respect to handling visitor
Improve reliability by adding live chat links to your email signature
Fast, uninterrupted live communication is the essence of excellent customer service, but this is hard to come by when you are carrying out a service through email. When you send out an email campaign or reach a prospect through the email, you can add your signature as a connection to reach you. Yes, you can add a live chat button to your Signature in the emails that let your customers connect with you instantly. Effortlessly accelerate your customer service using instant chat Signatures. You can
How to request agent response from bot
Hi How can I Call a Chat from SalesIQ in the bot. for example if a user needs to talk to an agent and select the option talk with an agent and then in the sales IW can I talk with them
WFH Tip 10: Embrace the power of operator chat windows for efficient customer support
Having a fully-loaded, effective chat window is the key to providing positive and exceptional customer support which in turn reflects on your company's revenue. Zoho SalesIQ owns an equipped chat window that effectuates conversations between website visitors and operators in your organization and keeps your customer base intact. This post will talk about all the powerful tools that your operator can use during live chat sessions with your website visitors. Real time, two-way translation: Chat translations
WFH Tip : 9 Keep your spammers and harassers away from accessing your chat window with Block IPs
To keep your customer service operations efficient, you need to avoid people who artificially increase the chat volume on your website with malicious intent that includes hackers, harassers, spammers, etc. To prevent these instances, SalesIQ has a handy feature that lets you block a visitor from accessing your website's live chat widget. Using this feature will help you keep your security unimpaired also, it can save a substantial amount of time by holding off spammers from accessing your live
WFH Tip : 7 Analyse user experience in real time and increase conversion potential with SalesIQ's tracking data
Sales and marketing strategies can become extremely efficient only if you are able to understand the traffic on your website and gain more insights about the people who are returning to your website. Only when you know where to focus your efforts, you will be able to stop missing sales opportunities and nudge the visitors on your website to make a purchase. Visitor tracking in Zoho SalesIQ will throw spotlight on your unknown website traffic and help you close deals you never realized you had.
WFH Tip : 8 Connect with website visitors and drive online sales with Zoho SalesIQ's live chat widget
Live chat on business websites can be more than just a platform for visitors landing on your website to chat with the operators of your organization. It lets visitors connect with you to know about the products/services that you offer, take your help in case of discrepancy or even make small talk. One of the most powerful features of Zoho SalesIQ is its live chat window that is stacked up with the most effective features to maximize your productivity. This post will focus on all the amazing features
Say a big "No" to the anonymous web traffic
Look who has joined the league- presenting you all " Clearbit " - The humongous and powerful data suite. What can Clearbit do for you ? Well, it can turn anonymous web traffic of your website(s) into complete company profiles with incredible insights in a jiffy, thus saving you all from the tiring task of scrutinizing your website visitors just to filter out the probable prospects. Well, now lets see what are all the benefits that we can gain by integrating Clearbit with your SalesIQ account, 1.
Enrich your Sales data by integrating SalesIQ with Leadberry
You can now integrate your SalesIQ account with Leadberry to get information on the visitor's company. This would ease the process of your sales team to narrow down your target by reaching-out based on their company profile. Why Leadberry? Leadberry, when integrated with SalesIQ gives you the ability to view information about the visitor's company when they land on your website by analyzing their email and domains. The data from Leadberry, in addition to the features provided by SalesIQ, can speed
WFH Tip : 6 Eliminate repetitiveness and boost performance with templates in Zoho SalesIQ
In today's WFH scenario, customer support is substantial and answering the myriad of queries that come from visitors constitutes a major part. Sometimes, these queries become increasingly repetitive and monotonous. To save operators the time and trouble of answering of answering these questions time and again, Zoho SalesIQ offers a bunch of templates that might come in handy. They are as follows: Articles Canned Responses and Email Templates Let customers help themselves with the FAQs in their chat
WFH Tip 5: Provide targeted customer support and keep your customer base intact with SalesIQ's Automation features.
Keeping customer experience standards at a check is always a herculean task. This becomes harder when you have an influx of new visitors on your website and not enough operators to target and engage the right visitors. This might sometimes require you to manually keep an eye on all the visitors, their likes and dislikes, answers to their queries, etc. which can become overwhelming at some point. This is where Zoho SalesIQ's Automation features have your back! There are three major features that can
SalesIQ Visitor Tracking issue
Hello everyone! We are experiencing a slowness in one of our server which has affected the SalesIQ's Visitor tracking functionality for all the users. We are currently working on the fix for this issue and the service will be brought online as soon as possible. We will keep this thread active with further developments! Regards, Aslam Team SalesIQ
Reminder: Zobot 101 Webinar Series - Learn to build chatbots from scratch
Hello everyone! We are happy to see the great response that we have been receiving towards the Zobot 101 Webinar series. We hope all of you have registered for the same and have been following the series. Here is a list of all the previous webinars from the series along with the URLs of the recordings. So far we have looked at: Introduction to Zoho SalesIQ and Zobot Build a Zobot using SalesIQ Scripts - Basics Build a Zobot using SalesIQ Scripts - Advanced Build a Zobot using Dialogflow Build a Zobot
WFH Tip 3: Connect seamlessly and provide one-on-one resolutions with SalesIQ Audio calls
Greetings from Zoho SalesIQ! This week's tip will focus on Audio calls in Zoho SalesIQ and how they can help you make your WFH scenario twice as productive. Zoho SalesIQ is a customer engagement software that lets you initiate live chat sessions with your website visitors which is a quick, efficient and inexpensive way to provide instantaneous support to a customer or prospect. However, when conversations start getting interesting and deep, being limited to just typing can be frustrating. Being able
WFH Tip : 2 Support and fix issues remotely with Zoho SalesIQ's screen sharing
Whether your business is a big, international brand or a small startup, screen sharing can add exceptional value to your business plan and structure, regardless of what your business does. In today's WFH scenario, screen sharing can be a blessing that can help you support your customers and fix issues for them quickly and effieciently. This post will tell you how Zoho SalesIQ's screen sharing feature - powered by Zoho Assist can revolutionize the way you collaborate and communicate with your customers
Reminder: Zobot 101 Webinar Series - Learn to build chatbots from scratch
Hello everyone! We are happy to inform you that we have been receiving great response towards the Zobot 101 Webinar series. We hope all of you have registered for the same and have been following the webinar series. This is just a reminder about the three upcoming webinars in the series: Build a Zobot using Dialogflow Build a Zobot using Watson Build a Zobot using Zia Skills These three webinars will focus on teaching you the basics of building NLP Zobots using the Dialogflow, Watson and Zia Skills
Zobot Tip 2: Personalize every conversation by storing and re-using visitor data
Each time a visitor enters your website is counted as a visit. A visitor session includes all of a visitor's activities ranging from the first page view to the last activity that he or she does before exiting the website.So, how do you keep track of all the activities of this visitor and the details that he shares during the session? The visitorsession API is used to store values temporarily during a chat conversation with the website visitor. For example, if you want to perform an action like triggering
Zoho CRM integration - can't choose Lead Layout
Hi, It seems like Zoho Crm Leads created through SalesIQ are pushed directly to the Leads Standard layout. There is no option in SalesIQ settings to choose layout ( Screenshoy 114) nor inside Zoho CRM (Screenshot 115). Please comment on the situation. Thank you!
Reminder: Webinar on how to build Zobots from scratch.
Today, Zoho SalesIQ is all set to host the first webinar of the Zobot 101 webinar series - a webinar on all the basics of Zoho SalesIQ and the Zobot and we want to ensure that you successfully attend. In the webinar, you will learn about: Zoho SalesIQ's efficiency Why do you need Zoho SalesIQ for your business? The Zobot and its capabilities How the Zobot works How it can replace the operators in your organization and so much more. Webinar Details: Title : Introduction to Zoho SalesIQ and Zobot
What's new in Zoho SalesIQ! Product Updates - 2019
Hello everyone, Happy and prosperous new year to everyone on behalf of the SalesIQ team! 2019 has been a fabulous year for all of us at Zoho SalesIQ. Let us take a step back and rewind through the major updates we had last year: Keep an eye on our What's New Timeline and Zobot Changelog to update yourself about the features rolling out in Zoho SalesIQ. Cheers, Elsi
SalesIQ's Mobilisten (Mobile SDK) now supports React Native platform !
Hello everyone ! We're excited to announce that SalesIQ's Mobilisten now supports React Native platform. React Native is a cross platform development tool which helps you develop iOS and Android in one platform and take the maximum benefit of reusable code and easy implementation of creating user-friendly apps. Mobilisten is a smooth and simple in-app chat platform which blends perfectly with your business mobile app. With Mobilisten, you can instantly provide support and address your customer
Missed Chats
When using "Send Email" from within a Missed Chat in SalesIQ using an organization email - is there any way to get a copy of this email into the Contact in CRM?
Invoke JSAPI - Effectuate your own thoughts to trigger an action to the website visitors
“Is it possible to implement my own trigger based on the rules set in SalesIQ”? Yes, now it is possible with SalesIQ. Today I am going to explain about a fascinating feature "Custom Triggers". We may have different types of visitors to our website every day, looking for different products, so how to treat them uniquely in contrast to one another and convert them into our customer. Follow the underneath examples to execute your own thoughts to trigger an action to your website visitors. What Is Custom
Zoho SalesIQ experts are coming to South Africa! Come meet us there!
Greetings! We hope you are all doing great. As a part of our User Group meetup series, we are hosting a series of events in the cities of South Africa, where we plan to focus on teaching you how to synergize your Zoho CRM with real-time engagement using Zoho SalesIQ. What will you take away from this experience? You will learn how to Use Zoho SalesIQ to enrich your sales team with more information, Setup Zobots that can automate the process of lead generation, Increase engagement with smart workflows
Is there a way to add a high priority to chats
I was interested to know if there was a way to set a flag on an account, and if they were to chat in we would be notified this customer is high priority, either with a popup or by changing the chat a different color so it can be distinguished from other chats? If this is not available can you please send this to the devs as a request.
[URGENT] salesiq where to stores user input .. when slider value selected..
Example: step 1.Carpet Area Slider ( 100,500,1000,1500,2000) <= User Select ..... Working Step 2. Salesiq get this selected value i.e 1000 now i want to internally salesiq multiply with 3 (1000*3) and return result 3000 to user step3. Your Total area will be 3000 Problem : where this 1000 get stored and how to calculate 1000*3 and from where to get result Note: I have provided screenshot and code of given problem below..
Zoho Sales IQ - GDPR Consent pop up
Hello Would be great if we could customise the consent banner with our branding colours / fonts. Thank you
Zobot does not include links in transcript
I have a bot that will reply to a customer with links: The script has an image and a url attached to the reply. I have noticed that in my chat transcripts the links do not appear? here is an example. In this example -- After Bishop says, "Okay lets check out this support page." A link to the support page is displayed in the chat, but as you can see in the transcript it is not there. Do I have to add the link/URL to a reply so it will be displayed? Bishop Okay lets check out this support page.
How to setup Visitor Tracking on a WIX website?
I have conflicting information about this on the web and need to get clarification whether this is even possible on a WIX website (one article said no) and if so IS IT done by adding the HTML APP to the WIX site and then copying-pasting the text over from there?
Track Sign in users
On my website https://culytics.com, users can sign up using Linkedin. The site is built on Ning.com platform. We grab the list of people every week from the website and import them into Zoho Contacts. Question 1 - Can this be automated using Zoho Flow? Question 2 - Can we track these users in SalesIQ as named users instead of id, since they are know on the website? What will it take to create this tracking? Thanks
Service Interruption: Incident Alert for Zoho SalesIQ
Problem: We are facing a problem with our dependency messaging server. Effects: Customers might face slowness in sending and receiving Messages/Notifications. Our developers are looking into this with high priority. Sorry for the inconvenience caused. Follow the thread for more update on the same. Regards, Elsi.G
Has anything changed with the API
Has anything changed with the API? Below is our script on our site that we use for chat. In our chat we created a new field called Date of Birth: This is where the customer can enter their Date of Birth. We have written some java script that will intercept that field and call to our API to replace the Date of birth with a URL. That way when an agent accepts the chat the Visitor Info will display (Secret) Dob with a link the agent can click on to get what the customer entered in the DOB field,
Slowness in receiving message and notification
Hello everyone, One of our dependency servers had a slowness issue from 2:30 to 3:40 PST. So, the users who have pointed to the particular server might have faced some slowness in receiving notification and messages. The issue has been fixed, and all the servers are up and running. We regret the inconvenience caused. Regards, Elsi.G
Checking to see if information provided, results in a query
Below is my code for searching for a ticket - if the customer provided the ticket number and the email used it will return the ticket number and the status. What I would like to do is, verify that the information the customer entered matches what is on the ticket, and then return the result. If it doesn't match then give an error stating, Our system was not able to find a ticket with the information provided. That way people can just use this to look up tickets that do not belong to them. response.put("action","context");
Storage Articles (specific webpages) into a Zoho CRM Module / Zoho Creator ap so users can review their history
Hi Zoho gurus. We are a research firm that publishes specialist articles. I would like to use SalesIQ to capture pages the pages that our subscribers read (which SalesIQ does out of the box) but ALSO push that information in history that the user can review as part of their account. So I would need to store the USER ID (all users will be records in the CRM, so ideally we'd use that ID), the URL of the page visited (anything under the URL https://www.ibrs.com/articles/...) the time accessed and if
Register for the Zoho SalesIQ User Group Meetup in the USA now!
Hello everyone! We're glad to invite you all for the Zoho SalesIQ user group meetup. We have a series of meetup planned in various cities in the USA, you can explore more about Zoho SalesIQ, and it's advantages of integrating with CRM. Why should I attend?
Turn off notifications for some visitors
Because we ourselves are often on our website throughout the day, I'm constantly getting "false alerts" that we have a visitor. Is there any way to turn off notifications for certain visitors without having to block IP addresses? Thanks
Notification Settings Hard to Find
This feedback applies not only to SalesIQ but almost all Zoho products. Most software makes it easy to find and adjust notifications in seconds. With Zoho I always have to resort to looking in the help menu, or searching for 5 minutes to find it. As an example I just wanted to change my notifications when someone comes to our site. I search help to no avail, the top hits were about push notifications or desktop notifications. So then I search under every heading and after 5 minutes of searching I
Cheers to the SalesIQ Team for helping us achieve our Zoho Chatbot goal!
Hello :D I'd like to share with all of you my "behind the scenes" story about creating the chatbot for out Sales.Rocks platform, by collaborating with the Zoho SalesIQ Team. https://blog.sales.rocks/the-challenge-behind-creating-a-chatbot/ We are grateful for your help, for all the hard days and tasks, we really appreciate you, because the final result is perfect. SalesRocky is alive! :)
Never lose track of what's going on with Zobot!
We know that you all love Zobot and we can already sense a tremendous interest in Zobot. Lately, we've been improvising most of Zobot's configurations and establishing integrations with prominent bot building platforms in the market, so that we deliver only the best to our valuable customers. So, just to make sure that you never lose track of what's going on with Zobot, we've added an exclusive webpage - Zobot changelog . We update everything on this page, right from the minute changes we've made
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